outstanding WOMEN
SPECIAL ADVERTISING SECTION
Donna Sowa
Allard, CFP, AIF
Maggie
Soares
Certified Financial Planner
Owner
Sowa Financial
Taunton
Avenue Group,
Bakery Inc.
“ D
217 Taunton Ave.
East Providence, RI 02914
401.434.3450
tauntonavebakery.com
IF IT SCARES
YOU it ALLARD
means you’re
on the
right
path!! TO
ONNA SOWA
GUIDES
HER
CLIENTS
Believe formulate
in yourself
like
I did
and and
find put
something
long
term
goals,
them on your're
the path to
passionate about and keep tremendously interested in it.”
achieve their goals through planning and investing. Her
include
client meetings,
portfolio
research
I was born in days
Lisbon,
Portugal,
and moved
to the reviews,
USA when
I was
and planning
for with
clients
she spends
some time each day reading-
fifteen
years old
my and
parents
and sister.
there is so much to be learned, and so many perspectives to consider!
At Donna
age twenty-six,
I bought Taunton
Ave
Bakery ™ with
my late because
professional
became a Certified
Financial
Planner
husband
who I felt
lost a a calling
few years
ago education,
due to a terrible
disease
called
she
has always
toward
and was
inspired
by
cancer.
was saw
left her
with
two small
and
successful
business
to
the
work I she
father
doing. kids
To be
an a effective
financial
planner
run. I was lost and didn’t know what to do and what direction to go
we must educate clients about how to make their money work for
in.
them, and the impact of their decisions on their future.
Donna’s
job gives
the to opportunity
to help
people
in a way
Along
the way,
I was her
able
put an amazing
staff
together.
I that
wouldn't
be where I and
am long
today
without
and the
has
both immediate
term
effects my
on amazing
their life. team
Making
help of my family. I love creativity and I'm always looking to make
thoughtful
new recipes!
decisions
now can mean having more choices about how, when and
where to retire, and the legacy you leave to future generations of your
One of the things I’m passionate about is creating and sketching
family.
also allows
a living
with flexibility,
wedding It cakes,
to be her
able to to earn
create
the bride's
vision! which means
I can be present for my family when it matters most. Contact Donna
to
help I’m
plan focusing
your financial
future. the business! I love a challenge
Today
on expanding
and I’m always looking to do more with the bakery!
Donna Sowa
Lauren
K. Drury,
Allard,
J.D. CFP, AIF
Vice President,
Certified
Financial
Chief
Planner
Wealth Management
Sowa
Financial
Fiduciary
Officer Group, Inc.
Washington Trust Wealth Management
D
L
10 Weybosset Street, Suite 200
Providence, RI 02903
401.348.1200 / 800.582.1076
[email protected]
washtrustwealth.com
102 RHODE ISLAND MONTHLY l
APRIL 2020
ONNA SOWA ALLARD GUIDES HER CLIENTS TO
formulate
term EXPERIENCED
goals, and put them
the path to
AUREN
IS A long
HIGHLY
and on
technically
achieve
their goals
through
planning
and investing. Her
qualified
fiduciary
expert,
but also
a roll-up-her-sleeves-and-
days include
client
meetings,
reviews,
get-it-done
person.
That
is why portfolio
she was chosen
to research
lead the
and planning
for
clients
and
she
spends
some
time
each
day
reading-
Washington Trust Wealth Management administrative
and
there
is so services
much to
be learned,
so many
perspectives
to consider!
fiduciary
team
as Chief and
Wealth
Management
Fiduciary
™ professional because
Donna She
became
a Certified
Financial
Planner
Officer.
works
with wealth
management
professionals
across the
she
has
always
felt
a
calling
toward
education,
and
was fiduciary
inspired by
division to solve problems, and motivates her talented
the
work team,
she saw
her father
doing. in To
be an
effective the
financial
services
leading
by example
how
to provide
best in planner
client
we
must
educate
clients
about
how
to
make
their
money
service while sustaining the highest level of fiduciary duty. work
She for
them,
and her
the colleagues,
impact of their
decisions
on staff
their to
future.
supports
mentors
younger
develop their career
Donna’s
job gives her Trust,
the opportunity
help
people
in in
a way
that
path
with Washington
and plays a to
key
role
overall
helping
has
both
immediate
and
long
term
effects
on
their
life.
Making
achieve Wealth Management and bank goals.
thoughtful
decisions
now can
mean having
more
choices
about as
how,
when and
Prior to joining
Washington
Trust,
Lauren
worked
an attorney
where
to
retire,
and
the
legacy
you
leave
to
future
generations
of your
specializing in financial lending, estate planning and probate law.
family.
It
also
allows
her
to
earn
a
living
with
flexibility,
which
means
Lauren also has professional experience in investing and financial
I planning.
can be present
for
my
family
when
it
matters
most.
Contact
Donna
Together these skills allow her to oversee Washington Trust
to
help plan
your financial
future. and fiduciary services with a
Wealth
Management
administrative
holistic, client-centric focus.